CyberSource and Salesforce - Chargent by AppFrontier

Integrating CyberSource and Salesforce using Chargent

Overview
Installation and Configuration
- Add a CyberSource Gateway record in Salesforce using Chargent’s Gateway Wizard.
- Direct Debit Network
Testing using Chargent Anywhere
- Testing with Payment Console
- Testing using Payment Request
CyberSource Test Credit Cards
Test ACH
ACH Validation
Order Source Field
Sending Live Transactions from a Salesforce Sandbox
Going Live
Tokenization
Sending Unlinked Refunds (stand-alone credit)
Field Mapping
Custom Mapping Feature

Connect CyberSource and Salesforce with Chargent

See all CyberSource transactions, manage refunds, send payment links and more, all inside Salesforce with Chargent, the top rated payments app on the Salesforce AppExchange.

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Overview

CyberSource is a global payment gateway and a pioneering company in eCommerce, having gotten its start back in 1994 focused on large merchants. In addition to its own payment gateway, in 2007 it acquired Authorize.net, the leading US small business payments provider.

The CyberSource payment gateway works in over 190 different markets worldwide, in 20 different currencies, and provides a single connection to over 40 banks / payment processors on the backend.

Now that CyberSource is integrated with Salesforce through the Chargent Payment Processing application, you can take advantage of all the payment acceptance capabilities of CyberSource, right in your Salesforce CRM system.

Install a free 30 day trial to see for yourself, or contact us for more information about Chargent and its CyberSource / Salesforce integration capabilities.

Installation and Configuration

Install both the Base Package and the Chargent Orders Transaction Package of Chargent into your Salesforce org.
Configure Chargent according to the Quick Start Guide.

For Chargent versions prior to 5.57 you may need to activate the Remote Site Settings in Salesforce if they aren’t already active for CyberSource.

Click the gear icon on the top right and select Settings
Under Security select Remote Site Settings
Locate CyberSourceLiveA and click edit
Check the Active box
Click Save
Do the same for CyberSourceTestA

Get a CyberSource test account
- Sign up at http://www.cybersource.com/register/

CyberSource gives you two accounts / logins. Account Admin and Merchant Admin. The Account Admin account is the master Account for a specific Merchant ID, and is not used for this integration.

- Click on the links in an email you received to confirm and create usernames and passwords for both accounts.
- We are using the credentials from the second account, the Merchant Admin
- Your Username and Merchant ID can be the same.

Get a Transaction Security Key

- Log into the CyberSource Test Business Center using your new credentials
- From the left panel select Payment Configuration
- Select Key Management
- Click Generate Key
- Select SOAP Toolkit
- Click Generate Key on the bottom
- Use the ‘Copy this one time key’ icon on the right to copy the key to your clipboard

Add a CyberSource Gateway record in Salesforce using Chargent’s Gateway Wizard.

Click on the App Launcher on the top left side in Salesforce.
Select Chargent as the App
Select the Chargent Settings Tab
Choose Chargent Setup Wizard
Do you have a Payment Gateway account – Select Yes
Select CyberSource as your Payment gateway.
Select Test Transactions for testing in Sandbox or Live Transactions if you are looking to process real time payments.
Follow the prompts to configure your gateway.

You will need the following information:

Add your credentials based on your Sandbox (Test) or Production Live CyberSource account.

- User Name: This is your CyberSource Merchant ID
- User Password: Password (for Merchant Admin account, not Account Admin)
- Transaction Security Key: Transaction Security Key You copied from CyberSource in the Installation and Setup of CyberSource section above.

Other information that will be asked:

Will you be using tokenization? (recommended)

What currency will you be using? (USD, CAD, etc..)

What payment methods will you be accepting?

Credit cards and/or ACH (electronic check)

- What Credit Card types will you be accepting? (Visa, Mastercard, etc…)

Payment Console Setup (Premium feature for Platform Edition)

- Show Charge Button
- Show / Create Update Token Button
- Show Authorize Button

Direct Debit Network

Starting with Chargent version 6.15, you can now select the Bank Account network for your region during the gateway setup process. Cybersource uses the ACH Network. This will allow for the correct Direct Debit Network fields to be displayed on Payment Requests and Payment Console based on your region.

You should choose ACH – US as the network. ACH is also known as echeck or electronic check.

Once you have your Direct Debit Network set, you will see the appropriate field names on your Payment Request that are sent as well as your internal Payment Console.

Testing using Chargent Anywhere

Testing with Payment Console

To test using the Payment Console, you want to navigate to any record in your Sandbox that has the Chargent Anywhere Component enabled.

Click the [PaymentConsole] button
If you are using multiple gateways select your gateway from the dropdown otherwise continue to step 3
Enter all the Billing Information and click [Next]
Enter in a test credit card number, expiration date, and CVC code based on the Cybersource test credit cards below. If you are testing ACH you can use the Cybersource Bank Account test numbers.
Click the [Charge] button.

You should receive a green box showing Approved.

Testing using Payment Request

To test using a Payment Request you want to be sure you have the Chargent Payment Request feature set up as outlined in our documentation.

Click the [Send Payment Request] button
If you have multiple Payment Request templates set up you will first choose what template you want to use.
Enter an email address where you want to send the test Payment Request along with any amount.
Enter a Contact name (Optional)
Click the [Send Request] button

When you receive the email, click the secure link for the Payment Request. Use one of Cybersource Credit Cards or bank account testing numbers to complete the payform and submit the payment.

You should receive a green box confirmation

CyberSource Test Credit Cards

CyberSource provides a number of test cards for testing purposes. Real Credit Cards should not be used for testing purposes.

Visa	4111 1111 1111 1111
MasterCard	5555 5555 5555 4444
American Express	3782 8224 6310 005
Discover	6011 1111 1111 1117
JCB	3566 1111 1111 1113

ACH Validation

The ACH Validation feature works with Lyon’s ACH Validation service to validate the bank account, and store the validation in your Salesforce Org. During your Gateway Setup you will authenticate your Lyon’s credentials and Chargent uses a referral relationship for all first-time transactions.

If you are not using Lyon’s ACH Verification you want to disable this.

If you are using Lyon’s ACH Validation you will enter the following credentials.

Company ID
Username
Password

Note: If you are testing in a Salesforce Sandbox or Developer account, you want to be sure to check the ‘Test Transactions Only’ box.

Enabled: this setting will enable or disable the ACH Validation.
Company Id: The company Id in Lyons validation.
Username: Username to log in Lyons validation.
Password: Password to log in Lyons validation.
Test Transactions Only: If this setting is checked, you will send all validations, through a test gateway.

In case you decide to turn off ACH Validation, you will see this warning message.

On the other hand, when you edit the gateway, in “Advanced Settings” you will see this new checkbox, Allow “No-Hit” Transactions.

A “no hit” ACH Validation Response is neither positive or negative. It indicates that ACH validation couldn’t be completed as this account is not listed in the reference database at this time.

On failure validation you will receive this message

New Behavior

NACHA validation, when enabled and correctly configured, applies to all Orders with Bank Account payment method and ACH as Bank Account type in the related gateway.

The only exception to the above mentioned rule is for orders with already-approved transactions, with the same Account Number last 4; these Bank Accounts are treated valid without using the Lyons service.

In case that there was an error from Lyons service the transaction will continue as usual but this Bank Account will try to get validated again on the next transaction.

If the transaction doesn’t count with the necessary information to get validated because of the tokenization will count as a valid transaction, without the ACH validation.

Test ACH

Account Account	12345678
Routing Number	112200439

Order Source Field

The Order Source field can be set for ACH transactions. The below mapping of the Order Source field will send the corresponding SEC code to Cybersource when you Charge an ACH transaction.

Order Source (Chargent Order field)	SEC Codes (Cybersource)
Corporate Cash Disbursement	CCD
E-commerce	WEB
Installment	PPD
Mail	ARC
Prearranged Payment and Deposit	PPD
Recurring	PPD
Recurring Mail	ARC
Recurring Telephone	TEL
Retail	POP
Telephone	TEL

Chargent now sends the CommerceIndicator for register token calls to the Cybersource gateway

Chargent logic maps the values in the ChargentOrder.OrderSource field to the CommerceIndicator value in the Cybersource SOAP API.

Here is the current mapping from Order Source to CommerceIndicator:

Order Source	Token	CommerceIndicator
ecommerce	No Token	internet
recurring	No Token	recurring
Telephone	No Token	moto
Mail	No Token	moto
Installment	No Token	recurring
Corporate Cash Disbursement	No Token	not sent
Retail	No Token	not sent
Prearranged Payment	No Token	not sent

Understanding Cybersource Test Responses

Test responses are dependent upon the Charge Amount field, Credit Card Information, and Expiration Date fields in Salesforce.

Response Status in the Salesforce transaction record will equal ACCEPT for successful transactions, REJECT for declined transactions, ERROR for failed transactions
Reason Codes in the Salesforce transaction record will be 100 for successful transactions, otherwise they will vary according to the error they are supposed to simulate
Gateway ID in the Salesforce transaction record (which corresponds to CyberSource’s RequestID) will vary and are incremented automatically across all merchants.General Testing Responses:

Field Input	Response
Charge Amount field is greater than 1	Successful transaction
Charge Amount field is less than 1	Rejection: Invalid data – Invalid Amount less than $0
Charge Amount field is 100,000,000,000	Rejection: Invalid data – Invalid Amount; amount too large
Charge Amount field is Blank	Rejection: Missing required fields = Empty credit card number
Credit Card Number is 4111111111111112	Rejection: Invalid account number. Request different card or other form of payment.
Credit Card Number is 412345678912345678914	Rejection: 21-digit credit card number
Expiration Month 13	Rejection: Invalid expiration month
Expiration Year 1998	Rejection: Expiration date passed

If you are looking for specific responses for your payment processor, they are listed here:

Processor Specific Test Responses

For additional information about a particular error, you can view the details in the test Enterprise Business Center (in addition to the Chargent Transaction record in Salesforce).

See Cybersource Reason Codes for additional Responses.

Sending Live Transactions from a Salesforce Sandbox

When Chargent is installed in a Salesforce Sandbox, transactions are typically sent to the payment gateway’s test / sandbox / development environment, regardless of whether Chargent’s Test Endpoint checkbox is checked. This is done as a security precaution, to prevent real transactions from being accidentally sent from a Salesforce Sandbox.

When Chargent is installed in a production or developer Salesforce org, checking the Test Endpoint checkbox on the Gateway record will route transactions to the test environments provided by the gateway.

Note: Some gateways use the same endpoint for live and test environments. For these gateways, the Chargent application does not prevent live transaction processing. As such, it is best practice to deactivate your live gateway records in orgs used for testing.

If you wish to send live transactions from a Salesforce Sandbox, as a final step in testing, simply use Chargent’s Endpoint Override field on the Gateway record, and enter the production endpoint of your chosen gateway there.

Here is the production endpoint URL for Chargent’s integration with CyberSource

https://ics2ws.ic3.com/commerce/1.x/transactionProcessor/

Note that the full endpoint URL must be entered in the Endpoint Override field, and the domain must be present in the Remote Site Settings (for standard Chargent integrations it should be already present).

Going Live

Once you have completed a number of test transactions, you may wish to complete additional customizations to Salesforce to support CyberSource payments, such as automated workflows driven by payments, any reporting requirements, user interface optimizations, etc.

To process real payments with CyberSource, you will need to migrate your Evaluation account to a Production system, and update your Merchant ID status.

Please contact your local Sales Representative to go live with real transactions with CyberSource, if you don’t already have a live account.

In terms of configuring Salesforce to go live, simply do the following:

Deactivate the CyberSource Test gateway record in Salesforce by unchecking the Active checkbox
Click save
Create a new CyberSource live gateway record in Salesforce, either using the Gateway Wizard or using the steps in versions prior to 5.40.

You should test a live transaction with a real credit card, just to make sure everything is working smoothly (test cards above will not work in the live environment).

Run small dollar amount transactions, and VOID them immediately after, to minimize any impact Using your own or company credit cards for live tests is recommended, as customers could still see notifications of a charge even if voided

Note that Transaction fees are incurred in the live environment, so any testing should be kept to a minimum.

Tokenization

CyberSource offers the ability to store customer payment profiles, eliminating account numbers and other sensitive payment data from your Salesforce account. This lowers the scope of your PCI compliance efforts and ensures that your customer’s sensitive information is not compromised in the event of a security breach.

CyberSource stores your customer’s information and replaces it with a unique identifier or token, known as a profile ID. Chargent then stores the profile ID in the Token field in Salesforce, to be used for future payments.

The CyberSource profile ID, also known as the payment token, identifies the credit card as well as the associated billing, shipping, and card information of a customer.

Chargent can automatically delete credit card and account numbers from Salesforce upon a successful transaction and creation of a token, or the optional Payment Console feature available in the Platform Edition of Chargent can create CyberSource tokens without ever saving sensitive data to the Salesforce database.

Please contact us for additional information on security and PCI compliance options for Salesforce.

To enable CyberSource Tokenization for Payments in Salesforce:

Ensure that Tokenization is enabled for your account by CyberSource.

Check the Use Tokenization checkbox in the Chargent Gateway record you have set up for CyberSource

Set the Credit Card Handling field (unless you are using Payment Console)

- Never Clear: Chargent will not remove any card data automatically.
- Clear After Successful Charge: Chargent will clear the credit card number, expiration dates and card security code only after a successful charge is run.
- Clear After All Transactions: The credit card number, expiration date and card security code will be erased after any transaction (Charge, Void, Refund)
- Clear When Token Present (Recommended): Only when a token is present in the token field, will the credit card number, expiration date and card security code be cleared.

The CyberSource token is stored in Chargent’s Token field in Salesforce after your first successful transaction, and the credit card fields are handled as you specified in the preceding step

Sending Unlinked Refunds (stand-alone credit)

Note: Stand-alone credits need to be enabled by Cybersource prior to using this feature in Chargent.

Chargent gives you the ability to process Uninked Refunds. Unlinked Refunds allow you to send money to a credit card that is different from the one used in the initial charge.

To send an Unlinked Refund you need two things to happen.

Disable Tokenization temporarily
Enable your Gateway Record to Allow Unlinked Refunds.

To Disable Tokenization

Click the App Launcher and select the Chargent App
Click the Gateways tab and select the Cybersource name.
Click the [Edit] button then Advanced Settings
Uncheck the Tokenization checkbox
Click the [Save] button

To Enable Unlinked Refunds

Click the App Launcher and select the Chargent App
Click the Gateways tab and select the Cybersource name.
Click the [Edit] button then Advanced Settings
Check the box that says Allow Unlinked Refunds
Click the [Save] button

Note: Allow Unlinked Refunds may need to be added to the Page.

Sending an Unlinked Refund using a new Chargent Order Record:

Click the App Launcher and select the Chargent App
Select Chargent Orders tab and press the [New] button
Fill in the following fields
- Charge Amount – Amount of the Refund
- Manual Charge – This locks in the amount in the Charge Amount field, otherwise this field will revert to the Subtotal+Shipping+tax.
- Billing Information (First Name, Last Name, Billing Address, Billing City, Billing State, and Billing Country). Billing Country is required.
- Credit Card information including Card Number, Expiration Date, and CSC. Because you are not using the initial transaction, tokens will not work and you will need to have the complete credit card information.
- Click the [Refund] button

Field Mapping

Here are some relevant fields and their mappings between the Chargent software in Salesforce and the CyberSource system.

Salesforce	Direction	CyberSource
Gateway ID	<	Request ID
PO Number	>	User PO
Salesforce record ID (of Chargent Order, Opportunity, or Case)	>	Your Reference Number

Custom Mapping Feature

Chargent’s CyberSource Custom Mapping feature allows to you send values from almost any fields on the Chargent Order object to the CyberSource gateway using CyberSource’s Merchant Defined Data fields.

The feature is purely optional and not required for processing Cybersource payments. It is designed to send up to 20 fields in a request. Any Chargent Order can be selected – both from fields from the Chargent package or any custom field.

Note: Cybersource doesn’t allow the sending of personally identifying information to Merchant Defined Data fields: name, address, credit card number, etc. (see details)

To open the configuration page, navigate to Chargent Settings tab and open the CyberSource Custom Mapping sub-tab: (App Launcher > Chargent > Chargent Settings > CyberSource Custom Mapping)
Select the object in the picklist at the top of the page (normally Chargent Orders, unless you are using the legacy Opportunity or Case packages).
The fields from the selected object are presented in the left column and CyberSource custom fields are in the right.
Map the fields you require and push Save button:

One Chargent Order object field can be mapped multiple times to different CyberSource custom fields.

The mapped fields will be sent in “Authorize” and “Charge” requests:

On the CyberSource side the fields are shown on the detailed transaction description page:

You have now completed the integration of Salesforce and the CyberSource Payment Gateway using Chargent. You can begin processing one-time or recurring credit card and ACH payments through CyberSource directly from Salesforce.

If you need help or have questions, please contact us.

I’m a consultant in the Entertainment space and my clients are always looking for a quick/easy way to leverage their existing payment processing provider within Salesforce. I recommend Chargent every single time. The solution is flexible and allows for a great deal of customization.

Charles O, May, 2021

Great Product. Lots of documentation and videos make things easier to learn and configure. I like the flexibility of Chargent Payments, and the ease of use. Data model is simple and straightforward. Excellent support team. One tip: When you contact for technical support make sure to grant SF access for Chargent to make it fast.

Pasan E, January, 2022

This app provides a great and easy way to collect payment, streamlining our sales process. The support staff is fantastic and resolves issues right away!

Morgan A, June, 2021

Payment processing is not a place you want have issues. Chargent’s set up is easy and admin friendly. Most importantly when there are issues their support is fast and knowledgeable with real solutions.

Tom G, December 2022

Stacey saved our IT department by answering our support question in a prompt and easy to understand manner. I have never experienced such a quick turn around on helping to resolve our issue. We look forward to implementing all of the customizable features that Chargent has for our org! Keep up the great work!

Stephen J, February, 2020

BEST IN CLASS!! Chargent was a game changer for us. It has allowed a payment automation process for our sales team that we could not live without. The team is quick to respond and eager to help. I could not ask for a better partner.

John D., May, 2022

Being a rookie in charging transactions through Salesforce, Chargent was able to help automate the whole process and deliver nothing but great functionality to our business.

Monti S, April, 2020

I’ve been working at a company that has used Chargent for about 2 years now. We use Chargent as our way of payment processing in Salesforce and the support team is always very helpful. I am usually the one to communicate with them directly and I’ve always had a great experience working with their support team.

Amanda S, February, 2022

We have been using devs to handle our connections between FormAssembly, Chargent and Salesforce. I was asked to change our payment methods and was having issues with it being charged to the wrong gateway. Nick and I had a web meeting in which he was able to point out the issue of a different process builder that was changing gateways from the one I thought was. Even though this issue was on our Salesforce end, he was more than willing to help and explain things to me.

Tim P, November 2022

We signed up for the add-on package for the Automated Payments and the same day we signed up we had Nick schedule a meeting with us to get started. He was not only helpful for the initial set up, but he would send helpful training videos for the rest of the team. Usually when you sign up for something new it takes a long time to train everyone and get it set up. I am happy to say that was not the case for us.

Tonya B, November 2022

Chargent’s application has provided us the ability to automate a payment process which normally took a person 15 minutes to process, down to less than a minute with the Chargent integration. Handling payments in the past will no longer haunt us since we are now PCI compliant, we know we can rest our client’s minds by letting them know their data is secure.

Nick S, March, 2020

We’ve been using Chargent for several years with great results. With the recent change to some security features, I had to request help to keep the product working smoothly. Chadd and Stacey were amazing to work with. Both followed up to make sure things went well (and didn’t show any exasperation with me and my lack of tech knowledge and ability :)).

Stephanie H, July, 2020

If you need a great credit card processor app you’ve come to the right place. Great support system, clear implementation docs, attentive team, a winning recipe for any Salesforce Org. I needed to add a feature that was missed months after implementation and with no problem the team clearly dictated what was required and even helped with the QA.

Youval Z, June, 2020

I implemented Chargent for an end customer because of the limitations on the current app that they were using. The Chargent APIs are super simple, the support staff was great and very responsive. We found a great partner in Chargent. The simplicity in setting up multiple gateways and recurring billing configuration options are second to none if you want the go by clicks not code mantra.

Swapnil M, July, 2020

As part of our migration we had to set up everything in our new org. Robert from Chargent provided excellent support and helped us with all the set up and features that are available. Through his suggestions we have implemented the automations to collect the recurring payments and handle declines.

Prasanth T, July, 2020

Chargent Anywhere works like a charm. It gives us all the flexibility we want and is very easy to use. Whenever I’ve had questions, they respond quickly with the knowledge to help me on the spot. What more could I ask for? I highly recommend!

Phil L, March, 2021

Chargent has helped streamline our recurring payments. Before we could only automate monthly payments. Now we can automate, monthly, quarterly, semi-annual, and yearly. We can also automate outreach for declined payments.

Sarah R, September 2022

The Support Team at Chargent was very helpful and diligent in supporting our needs and transition to Chargent. Responses were on time and punctual on a case by case basis and the support team is a pleasure to work with!

John D., March, 2022

We needed to streamline our Auth.Net connection for our members credit card transactions so that they are viewable and management in SF. Chargent was the perfect application for this to occur. It is very user friendly and is a native SF application, which is also a huge plus.

Kevin K, August 2022

I have been using Chargent in my current role as a Sales Ops Manager. I had an issue a few weeks ago where we had a bunch of double payments come out of client accounts – naturally this could have been a disaster. But because of their amazing support, I was able to resolve the issues quickly, effectively and without too much hassle from clients.

Neeraj K., April, 2021

I am the Salesforce Admin for our company. We have a very delicate environment and way too much customization. Our business required a solution that is not out of the box Chargent. The support and quick response I have received is above and beyond what is expected.

Kent B, August, 2021

Not being a developer, I was somewhat apprehensive about committing to this product. But with a support partner like Stacey, wow. Onboarding the product was a breeze, and it’s no frills point and click was easy to train our reps. High fives all around!!

Kevin M., January, 2021

Their support of their product during our upgrade was top notch. Despite the time difference, they ensured, at every stage, they were communicating with us about what was required and offering to assist as needed. As for the product, it does what it needs to do for us (re accepting credit card payments) but its the support of their product that makes us want to explore taking advantage of its full capability.

Michael H, July 2022

Not only does Chargent reduce an enormous amount of administrative burden it saves time and brings all your payment needs under your Salesforce hood. With the ability to use Chargent Anywhere, your problems of object-limits for payments have come to an end. Well worth the money and ROI will be almost immediate for you.

Gautam J, July, 2020

This is a great app that helps simplify receiving payments from most popular payment gateways and recording everything in Salesforce. I’m a consultant and set this up for a client who had a very custom requirement. Chargent support was very helpful in guiding me on the configuration.

Kaivalya K, July, 2020

I have implemented this product for one of our client’s salesforce org and the functionality it provides is top notch. Easy to use for the sales reps and setup is very straightforward.

Luis C, August, 2020

We came across Chargent during our Salesforce implementation. We were having lots of issues with online payments. Chargent solved all our problems in an instance. Highly recommend this product for higher education institutes, especially TargetX CRM users.

Ahmet D, April, 2021

Chargent is an invaluable application for us to manage our payment gateway for product orders. They supported us through the recent Salesforce security changes which was incredibly helpful!

Richard S, July, 2020

We are successfully tokenizing credit cards, sending payment links, and processing credit cards for multiple payment gateways and companies. Setup was easy and tech support was very responsive when needed. Chargent was exactly what our company needed to capture payments via Salesforce. Thanks to the flexibility and security features of Chargent, we have been able to reduce our credit card processing fees by close to 2%.

James C, September, 2020

Excellent for all types of payments. We’ve been running recurring and one time billing through Chargent for at least the last five years. They have frequent updates to keep us compliant and there are virtually never any issues with payments. Even better is their support team.

Nick F, October, 2020

The product itself is very robust and has lots of potential to customize to your needs. The support team has been more than helpful for setup and any issues we’ve run into. Also, their documentation and knowledge base is very extensive. So most of the time you can find what you need without having to reach out to support.

David G, January 2023

Chargent is very useful, and is able to make complicated integrations much more straightforward. In just a few minutes, the setup wizard is able to connect you to a variety of different gateways to test or process live transactions. There’s also good documentation to walk you through the specifics of integrating with a particular gateway. The few complications I’ve run into have been handled by a capable and friendly support team.

James M, July 2022

We are using Chargent for handling payment processing. On one click of “Send Pay Request” we can send an email and customer can pay easily just with a link. Customer support team is quick in response and ready to help. I like how Chargent stay ahead and helps update Chargent app according to Salesforce new releases.

Deepika N, June, 2020

After moving to Salesforce, our Finance staff has been able to make good use of the Chargent features as we have learned about how they might be used for our company and customers. We are still fairly new in our transition to Salesforce from our previous platform, but the documentation from Chargent has been thorough.

Nick L, June, 2021

We use Chargent to manage all of our sustaining memberships and for sending out payment requests. Makes it so much easier for people to pay their invoices. It is also such an easy tool to get set up and running!

Bonnie S, April, 2020

Chargent has been super helpful with our migration from our old CRM into Salesforce. Using Chargent we were able to have our dev team create custom built order forms around the Chargent app that enabled us to charge and set up recurring subscriptions with ease.

William B, January, 2021

We just barely signed up for [Automated Collections] and were contacted by the team very quickly! The rep (Nick) that was teaching us about the new product actually new what he was talking about, was able to answer any questions and also provided videos that I could pass onto my team.

Toni S, November 2022

These folks are extremely patient even with newbies with insane questions. Am sure those in the know would benefit a lot more with Chargent and its support team!

Martin S, July, 2021

Awesome App and Customer Service! Jennifer K was absolutely awesome with helping me troubleshoot an error that I had never seen before. Her response came really quick, and was easy to follow. The application itself works great too!! Thanks!!

Gina S., April, 2022

With Robert’s help my client was able to convert sales to cash and utilize partial payment and recurring payment settings. With Chargent and DBSync integrations, my client is able to integrate QuickBooks Enterprise to record invoices, payments and estimates for progress billing. I highly recommend this integration.

Salesforce Consultant, June, 2019

We’re using Chargent and it is amazing, we struggle with something but their support was incredible, they walked us through the process and it was very helpful. Bottom line, even though I’m not a Techy guy, Chargent’s support is very helpful.

Eduardo N, November, 2021

Chargent is a great payment processing solution! We’ve been using the app for a little over a year now and our end users love the simple ability to send payment links to clients. As an admin, it’s easy for me to add gateways when we open new locations.

Brea G, August, 2021

The Chargent product has streamlined our process for credit cards. Our customers and sales team find it easy to tokenize our credit card payments. Any questions are answered quickly by the customer support team. Chargent was the right partner for my company.

Maria C, October, 2020

We love that Chargent is entirely native to Salesforce and allows for a lot of customizations, such as complete control over email templates, invoices, receipts, etc. It makes it much easier in a heavily regulated field, Financial Services. The support quality alone is enough for me to fully endorse this company.

Financial Services, July, 2020

We have been using Chargent as our primary payment app since Nov 2019 and have had zero issues with the product. Out of the box, Chargent fit 90% of our needs. Even onboarding was easy, within a few orders our staff was comfortable using this software.

Paul B, June, 2020

We have received overwhelming support from Robert Ruelas on the Chargent/Accounting Seed integration. Robert stayed with us on our problem until resolved. We don’t find this level of support frequently and would recommend the Chargent App for any organization that handles credit cards when you are using Salesforce and/or Accounting Seed.

Mike M, February, 2020

My company utilizes Chargent features for payment solutions. Works seamless and they have excellent customer support where most queries are resolved within 24 hours. Easy to install, easy to customize and comes with pre-built integrations to many payment gateways. Highly recommend Chargent for your org.

Kam D, June, 2021

Seamless app for integrating our donations into our Salesforce platform. Excellent and responsive customer service.

Kate G, February 2023

Great integrated solution for capturing payments — and great support! This solution has made it so much easier for our org to track payments and make sure they are tethered to the original deal, and it makes the capturing of payments so quick and seamless for our customers. Also, the support is great! Quick response times and relentless problem solving on the part of the support team!

Katie K., April, 2022

Chargent support is excellent. They were able to quickly escalate issues and establish a resolution path in a complex Form Assembly-Chargent integration.

Jeff W, September 2022

I worked with Randi to resolve some issues or create acceptable workarounds for a few small items. The ability to schedule a meeting on short notice with an SME to resolve issues quickly is a HUGE value. The Support responses I have received from the App Frontier/Chargent team have been a case study in what “right” looks like!

Ian F., March, 2022

Chargent was integrated to our Salesforce. It made charging our customers easy and simple. I was also able to generate reports on payments. Support was responsive and helpful.

Charles L., August, 2022

Chargent makes automating our monthly donor payments a snap. Top-notch, extremely responsive service. Thanks!

Amy K, October, 2021

As someone without a technical background making sure our payment platform is working well has been intimidating. The Chargent team has been so supportive and has truly gone above and beyond to ensure we are getting what we need out of the product. Thank you!

Emily H, April, 2021

Chargent works really well and can be configured lots of different ways to fit your business needs. I’ve implemented the product on a few different projects with a variety of requirements and the package is very smooth. The Chargent Support team is also one of the best I’ve ever worked with.

William S, December, 2021

My client was in search of a Credit Card Chip Reader solution as they were migrating off of old card swipers and their current payment product. In doing research, Chargent Terminal seemed to be a great fit. The whole process of implementation from cradle to grave was seamless and simple. My clients said that Chargent is far more intuitive and has made their lives in processing payments extremely simple.

Arnold C, July, 2020

I am very pleased with the support I receive for Chargent. I have implemented it for several clients and I always have questions regarding each use case. The support team is very knowledgeable and helpful!

Salesforce Consultant, March, 2019

Chargent is a great tool and helped our customers to pay easy and simple. I am able to generate reports on payments. We are having great Support team and they are very helpful.

Nalinadevi V, August 2022

Love this tool! It has saved our team hours of potential development work. It took minutes to connect up our payment gateway and get a proof of concept running. The support team was fast to respond, happy to jump on the phone, and personally investigated an issue we were having – all within a few hours.

Alexis S, December, 2021

We were able to easily implement Chargent into our Salesforce org. It does everything we needed it for! Our accounting department loves it! The customer service is fantastic as well. I highly recommend Chargent!

Andrew M, April, 2021

We have been happily using Chargent for almost 2 years and I can tell you it is such a wonderful investment. We have saved time & money having automatic payments processed.

Darci J, February, 2021

The documentation provided was very detailed in understanding the behaviour from a support point of view for the customer. I personally dealt with Stacey who has been an amazing help with dealing with any questions I’ve raised and alleviating any of my uncertainties. Great product & support!

Adrian C, September, 2021

I’m a SF Admin recently charged with preparing for the June 20′ release. I am extremely grateful for the support team at Chargent. I am very impressed with the thoroughness of monitoring their product with SF and the proactive approach to keeping ahead of the releases. Thank you Chargent!

Andrew K, May, 2020

Solutions Architect here, at first I was weary of trying to bend Chargent outside what I perceived to be its focus on standard salesforce architecture, but came to find that with some clever structuring, you can get this app to work under almost any set of circumstances. I’m impressed, and their support is very timely.

Ryan M, April, 2021

When our incompetent SF implementation partner dropped the ball, Chargent support was able to login to our account, identify the issue, and have it resolved in less than 24 hours so we had virtually no downtime in processing payments. Excellent job!

Jon A, November, 2021

I must say Chargent support team goes extra mile to help resolve tech issues. Jen from Tier 2 support helped me quickly setup time sensitive connection to Cybersource. We were planning a demo to the client to show the Salesforce capabilities to receive and manage payments natively.

Nik S, January 2023

Their support of their product during our upgrade was top notch. Despite the time difference, they ensured, at every stage, they were communicating with us about what was required and offering to assist as needed. As for the product, it does what it needs to do for us (re accepting credit card payments) but it’s the support of their product that makes us want to explore taking advantage of its full capability.

Michael H, July, 2022

Chargent is already fairly easy to use, but I somehow managed to confuse myself on distributing licenses to my users. The customer service responded to me so promptly, and in clear and concise language helped me resolve my issue.

Arpit J, January, 2021

We needed to streamline our Auth.Net connection for our members credit card transactions so that they are viewable and management in SF. Chargent was the perfect application for this to occur. It is very user friendly and is a native SF application, which is also a huge plus. Highly recommend this application!

Kevin K., August, 2022

Chargent is very useful, and is able to make complicated integrations much more straightforward. In just a few minutes, the setup wizard is able to connect you to a variety of different gateways to test or process live transactions. There’s also good documentation to walk you through the specifics of integrating with a particular gateway. The few complications I’ve run into have been handled by a capable and friendly support team. I would definitely recommend Chargent for payment processing needs in Salesforce.

James M., July, 2022

Taking over for a departed IT director and trying to gather up information and billing and get things squared away. Adrian Ruiz was a HUGE help and made this process super easy for me! The products speak for themselves, the service needs people to talk about it.

Eric R, October 2022

Chargent is incredible! It makes getting payment so much easier when you can send a link, and the client can click on it and process payment on their own time.

Camille T, January 2023

Chargent is easy to use, easy to train, and highly functional/user friendly. In addition, the support team is very responsive, and their help articles are intuitive and easy to learn. Very satisfied w/ this plugin as a payment collection solution.

Noel V, June, 2021

Chargent has simplified our billing needs substantially. We are able to charge hundreds of customers with ease while receiving timely support by the Chargent team whenever it is needed. Very satisfied!

Powell N, November, 2020

As someone who has a technical background but is relatively new to working in Salesforce, I have been very impressed with the Chargent product for Salesforce. I was first impressed by the very comprehensive guides and online documentation available. Subsequently, in working to update and upgrade our Chargent implementation, our organization has worked with three different support reps over the past year and each one has been super friendly, very helpful, and very technically proficient. A great example of how to do technical support the right way!

David M., January, 2022

Integrating CyberSource and Salesforce using Chargent

Connect CyberSource and Salesforce with Chargent

Not yet a Chargent customer?

Overview

Installation and Configuration

Add a CyberSource Gateway record in Salesforce using Chargent’s Gateway Wizard.

Direct Debit Network

Testing using Chargent Anywhere

Testing with Payment Console

Testing using Payment Request

CyberSource Test Credit Cards

ACH Validation

New Behavior

Test ACH

Order Source Field

Understanding Cybersource Test Responses

Sending Live Transactions from a Salesforce Sandbox

Going Live

Tokenization

Sending Unlinked Refunds (stand-alone credit)

Field Mapping

Custom Mapping Feature

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Salesforce Payments. Everywhere.